UCFA

United Capital Financial Advisors Portfolio holdings

AUM $13.9B
1-Year Est. Return 14.7%
This Quarter Est. Return
1 Year Est. Return
+14.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.7B
AUM Growth
+$1.65B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,275
New
Increased
Reduced
Closed

Top Buys

1
+$66.5M
2
+$38.9M
3
+$34M
4
ADP icon
Automatic Data Processing
ADP
+$24.2M
5
POOL icon
Pool Corp
POOL
+$22.6M

Top Sells

1
+$131M
2
+$125M
3
+$45.5M
4
VUG icon
Vanguard Growth ETF
VUG
+$28.3M
5
AMGN icon
Amgen
AMGN
+$28M

Sector Composition

1 Technology 11.62%
2 Healthcare 6.73%
3 Financials 5.39%
4 Consumer Discretionary 4.92%
5 Industrials 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$781K 0.01%
60,189
-7,418
727
$779K 0.01%
15,275
-14,551
728
$773K 0.01%
+10,510
729
$769K 0.01%
6,601
-1,510
730
$767K 0.01%
9,003
-177
731
$766K 0.01%
38,401
-2,574
732
$765K 0.01%
13,104
+8,064
733
$765K 0.01%
25,738
+5,831
734
$764K 0.01%
15,000
-2,000
735
$759K 0.01%
70,925
736
$752K 0.01%
35,750
+4,000
737
$744K 0.01%
2,990
-1,489
738
$743K 0.01%
6,713
-1,466
739
$742K 0.01%
23,936
+51
740
$738K 0.01%
22,927
-1,100
741
$736K 0.01%
11,500
-33,826
742
$736K 0.01%
29,770
-3,123
743
$735K 0.01%
16,622
-4,439
744
$732K 0.01%
26,762
-937
745
$730K 0.01%
10,191
-1,358
746
$729K 0.01%
9,342
+248
747
$724K 0.01%
18,750
-60
748
$723K 0.01%
14,969
-2,929
749
$717K 0.01%
50,100
750
$713K 0.01%
+4,143
28 29
30
31 32